---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/31325844.md"
description: "$NIO Inc(NIO.US) Don't even consider it, the BAAS strategy must be abandoned. Given the current state, if you still go for the monthly battery swap plan, it's like burying 5566 directly. Most likely, the energy sector will be spun off. Just focus on the gross margin per vehicle, and forget about services. It's time to go all in. This isn't Game 7; it's more like being down 2-0 in the third quarter with the opponent leading by 20 points. Don't forget XPeng hasn't played their cards yet. The G7 and new P7 are blocking the 25 and 20 routes. How will you respond?The hot topic tracking of LeDao is also suffocating. How can they still be stuck on 20? Isn't that what the ET5 should be doing?"
datetime: "2025-06-30T16:24:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/31325844.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/31325844.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/31325844.md)
author: "[Sampan](https://longbridge.com/en/profiles/10634658.md)"
---

# $NIO Inc(NIO.US) Don't even consider it, the BAAS …


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## Comments (2)

- **做多CHN · 2025-06-30T17:07:04.000Z**: XPeng? Same table with Leapmotor
- **美式咖啡 · 2025-06-30T16:30:30.000Z**: Nio uses battery leasing to lower the entry barrier for car purchases (to lure budget-conscious groups who still want to buy Nio). If this leasing option is canceled, even fewer people will buy. If the monthly cash flow from leasing disappears from the financial reports, it would be even worse—they